Chinese Smartphone Giant Xiaomi Added to U.S. Investment Blacklist By Brittany Bernstein January 15, 2021 The U.S. Defense Department added the company to a list that the department says support China’s military.
Everything You Needed to Know about Shareholder Activism By Jack Fowler October 21, 2020 Justin Danhof’s is a lonely fight on a seemingly forgotten front of the widespread culture war.
The Capital Note: Yield Curve, Corporations & Climate By Daniel Tenreiro & Andrew Stuttaford October 8, 2020 On the menu today: investors betting on a strong recovery, ESG everywhere, and Big Tech antitrust.
401(k) Plans Finally Can Invest in Private Equity, Leveling the Playing Field By Jon Hartley August 19, 2020 Allowing retail investors to have access to private-equity funds will improve economic mobility.
The Capital Note: Individual Investors, Inflation & the Invisible Hand By Daniel Tenreiro & Andrew Stuttaford August 11, 2020 The Role of Robinhood, Inflation-Adjusted Capital-Gains Taxes, Shakespeare's Influence on Adam Smith, and more.
ESG Investing and the Use of ‘Risk’ By Charles Bowyer & Jerry Bowyer July 30, 2020 ESG investment strategies are riskier than advertised.
Putting the Muni in the Fed’s Munificence? By David L. Bahnsen July 15, 2020 As long as Congress gives the Fed the flexibility to buy muni bonds at maturities greater than six months, the way rates play into it will get resolved.
A Faltering Recovery By Andrew Stuttaford July 14, 2020 The longer the lockdowns and other COVID-19-linked uncertainty last, the more damaging the consequences.
BlackRock Should Put Investors over Politics By J. W. Verret July 10, 2020 Politically motivated shareholder activism violates the fiduciary responsibility of investment managers.
Unacknowledged, but ‘Socially Responsible’ Legislators By Andrew Stuttaford July 8, 2020 Asset managers seem to be stepping up to that role, as more and more of them turn their attention to “socially responsible” investing (SRI).